- Expansion Headcount in the HK Office
- Sales assistant, operations & regulatory support
- Friendly working environment
Our Client
Representing our Asian-based regulated financial entity, with offices located in Hong Kong, Taiwan and SE Asia, to search for a trilingual Private Trust Associate.
Job Duties
- Manage daily trust administration and ongoing operations including vesting of shares, injection/distribution of assets, incorporation of holding company, bank account openings
- As the key gatekeeper in reviewing trust and KYC documents in accordance with the proper compliance
- Maintain client relationships and conduct regular reviews to cope with clients’ trust needs
- Liaise with both internal and external parties such as lawyers, bankers and accountant
- Preparation of a full set of trust-related documents including trust deed, letter of wishes, trustee resolutions and other statutory documents
- Resolving daily enquiries from affluent professional investors
Requirements
- Degree holder in law, accounting, business related disciplines
- Relevant 4 years/- of working experience in Private wealth Management/trust companies
- Experience in customer service or administrative support roles is preferred
- Familiar with MS Excel
- Able to work under pressure with high efficiency
- Detail-oriented and able to work with a high level of accuracy
- Strong communication skills and self-motivated
- Fluent in both spoken and written English and Chinese
Category : Private Bank
Industry :
Banking & Finance
You may also interested in......
- Promising Int’l Wealth Mgmt Career Opportunity
- Portfolio Mgmt & Mandate Investment Advisory
- Profound Institutional Clients and Family Office Exposure
Job Duties
- Contribute to the growth, penetration and marketing of mandates & discretionary portfolios
- Assume the mandate specialist to attend clients’ pitch and advise them on strategic investment & asset allocation by working closely with fund managers and private bankers
- As part of the Regional CIO committee to shape investment strategies & portfolio position across APAC
-
Most Sustainable International Private Bank
-
Expansion Transaction Monitoring/STR Headcounts
-
Regional FCC/AML Compliance Dept
Job Duties
As part of the Regional FCC function, the successful job holder will be accountable for
- Report to Head of FCC and partner with a small professional team of 3
- Transaction Monitoring, STR & Continuous Enhancement of AML Procedures and System/Tools Review
- Investigation of trigger events/alerts to ensure the fulfilment of regulatory/corporate governance
- Top Ranking International Private Bank
- Contract/Perm Client Documentation & CDD Support
- Multicultural Environment & Competitive Benefits
Job Duties
- As part of the Client Account Documentation team holding full accountability from Client Life Cycle and Static Data management
- Serve as the case manager/subject matter expert from client on-boarding & periodic review by ensuring the fulfilment of compliance/regulatory/Fatca Tax related requirements
- Drive and streamline processes to maximize quality deliverables
- Multi-Asset Classes of Investment Advisory
- Expansion headcount for UHN Greater China Clients
- Superb Job Security & Worklife Balance
Job Duties
- Assume active investment advisory and client facing role by collaborating with private bankers and products specialist
- Accountable for providing timely global market updates and customized investment solutions from structured products, equities, fixed income, treasury, mutual funds and alternative investments etc
- Continuous monitoring, portfolio review and provide value added market commentaries
- Stable and well-known platform
- All-rounded COB/KYC involvement
- Friendly team with great exposures
Job Duties
- Carrying out the professional review and approval of KYC client profiles along with sanctions and AML screening
- Performing due diligence checks and relevant information searches
- SOW/SOF review and analysis for all risk levels of high net worth and ultra-high net worth clients across the globe